JSMDX Mutual Fund (JPMorgan SmartRetirement Blend 2065 Fund Class R5 Class R5) is managed by J.P. Morgan Asset Management with $3.5M in net assets. JSMDX expense ratio is 0.27%, holding 16 positions across sectors including Unknown, Financials, Other. Inception date: 2022-11-01.

JSMDX performance shows a YTD return of 11.13%. The 1-year return is 23.24%. JSMDX dividend yield stands at 2.02%, paid annually.

JSMDX top holdings include Jpmorgan Equity Index Fund, Class R6 (48.4%), Jpmorgan Betabuilders International Equity ETF (22.8%), Jpmorgan Betabuilders U.S. Mid Cap Equity ETF (5.6%), Jpmorgan Core Plus Bond Fund, Class R6 (4.7%), Jpmorgan Betabuilders Emerging Markets Equity Etf (4.2%). View all JSMDX holdings, sector breakdown, or dividend history.

JSMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JSMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.